SWM

Spire Wealth Management Portfolio holdings

AUM $2.94B
1-Year Est. Return 22.78%
This Quarter Est. Return
1 Year Est. Return
+22.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.65B
AUM Growth
-$780M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,750
New
Increased
Reduced
Closed

Top Buys

1
+$36.1M
2
+$22.9M
3
+$15.6M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$12M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$11M

Top Sells

1
+$43.3M
2
+$18.2M
3
+$18.1M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$13.5M
5
AMZN icon
Amazon
AMZN
+$13M

Sector Composition

1 Technology 9.04%
2 Consumer Discretionary 6.14%
3 Financials 4.75%
4 Healthcare 4.23%
5 Communication Services 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1626
$8K ﹤0.01%
560
-430
1627
$8K ﹤0.01%
+685
1628
$8K ﹤0.01%
678
-5,042
1629
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617
1630
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298
-367
1631
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120
-206
1632
$8K ﹤0.01%
1,650
1633
$8K ﹤0.01%
60
-3
1634
$8K ﹤0.01%
46
1635
$8K ﹤0.01%
200
-2,160
1636
$8K ﹤0.01%
2,256
1637
$8K ﹤0.01%
+23
1638
$8K ﹤0.01%
630
-577
1639
$8K ﹤0.01%
200
-3,187
1640
$8K ﹤0.01%
200
1641
$8K ﹤0.01%
+336
1642
$8K ﹤0.01%
400
1643
$7K ﹤0.01%
125
1644
$7K ﹤0.01%
400
1645
$7K ﹤0.01%
104
1646
$7K ﹤0.01%
330
-26
1647
$7K ﹤0.01%
112
-200
1648
$7K ﹤0.01%
517
1649
$7K ﹤0.01%
159
-21
1650
$7K ﹤0.01%
300
-61,911
64 65
66
67 68